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Crumly & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Crumly & Associates’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$326K Hold
6,876
– – 0.06% 164
2026
Q2 		$229K Hold
6,876
– – 0.04% 183
2026
Q1 		$264K Buy
+6,876
New +$298K 0.06% 175

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Crumly & Associates's IBIT Position: Q3 2026 in Review

Crumly & Associates held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 6,876 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #164.

Crumly & Associates first reported a position in IBIT in Q1 2026 and has held it in 3 quarters since. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Crumly & Associates held 6,876 shares of iShares Bitcoin Trust worth $326K as of Q3 2026.
  • Crumly & Associates left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.06% of Crumly & Associates's portfolio in Q3 2026, its #164 holding.
  • Crumly & Associates first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 3 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.